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Bitcoin's ETF Bid Is Narrower Than the Price Action Suggests
The last 30 days of U.S. spot Bitcoin ETF demand are still positive, but the latest five-trading-day tape turned nega...
Finance
WORLD
Three Hyperscalers Are Already Guiding to More Than $500 Billion of 2026 Capex
Alphabet, Amazon, and Meta alone point to roughly $517.5 billion of annual capex as the AI infrastructure cycle keeps...
Finance
WORLD
PIX Is No Longer a Payments Product. It Is a Trade Fight.
Brazil built a public instant-payments rail large enough to squeeze card economics at home and attract formal U.S. tr...
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CoreWeave's Q1 Says GPU Clouds Are Turning Into Hyperscalers Fast. The Margins Are Following.
CoreWeave's demand picture still looks hot, but its first quarter shows the real transition underway: GPU rental is b...
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Meta Q1 2026: Revenue Tops $43B as AI Ad Engine Powers 28% EPS Beat, Capex Lifted to $135B
Meta delivered Q1 revenue of $43.4 billion and diluted EPS of $5.95, beating Wall Street, but raised full-year capex ...
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Apple Q2 FY26 Preview: Cook's Final Quarter Faces $110B Bar as Siri-Gemini Pivot Defines AI Reset
Apple reports fiscal Q2 results Thursday after the closing bell, with consensus at $109.7B revenue and $1.95 EPS as T...
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Hong Kong Grants First Stablecoin Licences to StanChart and JD.com
The HKMA's go-slow strategy is the real story: Hong Kong picked quality over volume, and Beijing has a yuan-adjacent ...
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WORLD
Stablecoin Supply Tops $310B as Tether and Circle Diverge Under MiCA's Second-Year Enforcement
USDT issuance climbs past $215B while USDC clears $72B; ESMA's tighter euro-coin rules push regulated issuance toward...
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Meta Q1 2026 Preview: Wall Street Wants Llama 5 Monetization Proof as Capex Targets $120B
Mark Zuckerberg reports Wednesday with consensus expecting roughly $48B in revenue, but the real test is whether Fami...
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Boeing's Q1 2026 Bounce: 737 Output Hits 38/Month as Cash Burn Eases
Revenue rises to $20.1B and free cash flow burn narrows, but MAX 7 and MAX 10 certification remain Ortberg's unfinish...
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WORLD
IMF Spring Meetings 2026: Fund Cuts Global Growth to 2.8% as Tariff Wars and Trade Fragmentation Bite
The April update of the World Economic Outlook trims projected 2026 expansion by half a percentage point, with emergi...
Finance
WORLD
Big Tech Earnings Week: Apple, Amazon, and Meta to Stress-Test the AI Capex Thesis
Three trillion-dollar names report Q1 2026 results between Wednesday and Thursday. Investors want one answer: whether...